Ann Kim
The ESOP Group at Morgan Stanley
Chicago,
Illinois
Contact
How to contact
ann.kim@morganstanley.com
Professional Profile
Call Me When
you are looking for liquidity from a private business, want to reward your employees and retain a legacy. I specialize in employee stock ownership plans (ESOPs), which is a flexible structure to buy your company.
Professions
Consultant
Wealth Manager
Functional Expertise
Buy side/Acquisitions
Employee benefits
Employee engagement/ retention
ESOPs
Estate planning
Management succession
Sell side/Divestiture
Strategic planning
Exit/Transition Planning
Business Focus
Supporting and educating on business transitions with a specialty in employee ownership through an ESOP.
Professional Certification
CPA, JD, NMLS: 2528597
Client Industries
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
BEI
BizEquity
Chapter information
Membership
Chicago Individual
Member since
Member for 10 months
Why I'm a Member of XPX
I am a new member and am looking forward to helping business owners achieve their financial goals!
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.
